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Podcast: Retire With Style
Episode: Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs
Description: In this episode of Retire With Style, Alex and Wade answer listener questions on key retirement planning topics. They discuss penalty-free withdrawals from 401(k)s, the role of Roth conversions for both younger savers and retirees, and the distinctions between qualified and non-qualified accounts. They also examine how long-term demographic trends may influence market expectations and investment strategies in the decades ahead.
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Takeaways
The rule of 55 allows penalty-free withdrawals from 401(k) plans if employment is terminated after age 55.
Roth conversions should be considered based on current and future tax rates.
It's important to fill y...